Tag: profitability

Don’t Confuse AUM with Profitability (Distraction-Proof Advisor Idea Video #94)

Tracking growth by AUM doesn't give you the most accurate picture of your business' health. Focus on profitability instead.

Client Testimonials

"2021 has been a great year for my business, and a lot of that was because of what I learned from you, Paul. You've been an advisor, so you get it! Thank you so much for your invaluable transformative coaching and advice!"

Michelle Glass, Glass Financial Advisors